Timothy
Shugrue
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Timothy Shugrue is a financial advisor based in Fort Worth, Texas, working with Tiaa-Cref Individual & Institutional Services, LLC. Timothy has previously held positions at Scottrade, Inc, Allstate Insurance Co, Farmers Insurance, Advanced Financial Planning, Geneos Wealth Management, Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Fisher Investments, Allstate Financial Services, LLC, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Timothy has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Timothy is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Fort Worth, Texas. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Timothy Shugrue Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fisher Investments
Advanced Financial Planning
Geneos Wealth Management, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank
Farmers Insurance
Allstate Insurance Co
Allstate Financial Services, LLC
Scottrade, Inc
Disclosures
Please visit the SEC profile of Timothy Shugrue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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